+504.6%
NOW vs WU
-36.4%
+541.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -3.1% | +9.1% | -12.1% | -6.0% |
| 30D | -27.0% | +12.1% | -39.1% | -30.1% |
| 3M | -17.7% | +0.3% | -18.0% | -18.3% |
| 6M | +12.7% | -19.1% | +31.8% | +19.1% |
| YTD | -32.9% | -19.2% | -13.7% | -29.3% |
| 1Y | -40.4% | -15.3% | -25.1% | -38.3% |
| 3Y | -17.1% | -21.3% | +4.2% | -14.5% |
| 5Y | -25.7% | -41.7% | +16.0% | -15.8% |
| 10Y | +504.6% | -36.0% | +540.6% | +468.6% |
| All | +504.6% | -36.4% | +541.0% | +468.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling